Netflix is driving the Hollywood end game, likely confident it can increase the value of IP, and fend off YouTube.

OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat ...

The best Stratechery content from the week of December 1, 2025, including what the Times missed in its David Sacks story, Atlassian’s history and near future, and Code Red at OpenAI.

Anthropic’s Opus 4.5 appears to be a big breakthrough that slots into Anthropic’s enterprise strategy, while ChatGPT gets new ...

AWS re:Invent sought to present AI solutions in the spirit of AWS’ original impact on startups; the real targets may be the startups from that era, not the current one. With Stratechery Plus you get ...

OpenAI is declaring code red and doubling down on ChatGPT, highlighting the company’s bear case. Then, AWS makes it easier to run AI workloads on other clouds. Subscribe to Stratechery Plus for full ...

AWS re:Invent sought to present AI solutions in the spirit of AWS’ original impact on startups; the real targets may be the startups from that era, not the current one. OpenAI is declaring code red ...

AWS re:Invent sought to present AI solutions in the spirit of AWS’ original impact on startups; the real targets may be the startups from that era, not the current one. OpenAI is declaring code red ...

Atlassian bought The Browser Company, seeking to deliver an AI-enabled browser for work. It’s a reasonable bet, but I’m skeptical that browsers are the future.

AWS re:Invent sought to present AI solutions in the spirit of AWS’ original impact on startups; the real targets may be the startups from that era, not the current one. ChatGPT is getting group chats, ...